See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,068 | $104,974+198.2% | $95,585+227.5% | $142,382+119.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.10% | 210.33%-199.2pp | 38.56%-27.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,878 | $2,779+75.6% | $2,527+93.1% | $4,299+13.5% |
| Participant deferral / active EE | $11,962 | $4,352+174.9% | $4,023+197.4% | $6,507+83.8% |
| Admin fee / account holder | $33,929 | $6,386+431.3% | $6,127+453.7% | $12,624+168.8% |